-50.0%
VTRS vs DAR
+366.1%
-416.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.3% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +3.3% | +2.6% | +0.7% | +2.3% |
| 3M | +2.0% | +14.2% | -12.2% | -2.6% |
| 6M | +19.9% | +17.2% | +2.8% | +13.1% |
| YTD | +35.7% | +80.9% | -45.1% | +12.5% |
| 1Y | +68.1% | +104.0% | -35.9% | +33.4% |
| 3Y | +87.1% | +3.6% | +83.5% | +75.7% |
| 5Y | +47.6% | -7.8% | +55.4% | +36.1% |
| All | -50.0% | +366.1% | -416.0% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling